Biotech Values

[mcbio]

ASMB’s JPM presentation is not being webcast.

Very annoying. I never understand companies that won't webcast their presentation. My rule of thumb in most instances (particularly with a company like this that has ~$1B market cap) is if you're not going to let me hear your investment thesis, I'm not going to bother investing.

Companies that routinely don't webcast presentations send a bit of a red flag to me. But, doesn't always mean something. I think it may have been the former VRUS that rarely webcasted their presentations or just didn't participate at all. Obviously that one turned out well.